GKWIM

Gerber Kawasaki Wealth & Investment Management Portfolio holdings

AUM $2.59B
1-Year Est. Return 19.5%
This Quarter Est. Return
1 Year Est. Return
+19.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.58M
3
+$1.87M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.85M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.68M

Top Sells

1
+$3.48M
2
+$2.07M
3
+$1.84M
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$1.38M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.29M

Sector Composition

1 Technology 15.51%
2 Communication Services 13.28%
3 Consumer Discretionary 8.49%
4 Industrials 3.74%
5 Financials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.4M 8.2%
527,705
+49,707
2
$23.6M 7.05%
375,762
+29,880
3
$16.6M 4.97%
354,852
+28,240
4
$16.4M 4.91%
233,868
+23,980
5
$14.5M 4.33%
137,491
+6,887
6
$13.8M 4.12%
223,797
+20,694
7
$12.6M 3.77%
563,865
+14,130
8
$12.1M 3.63%
124,281
+8,237
9
$12.1M 3.61%
108,965
+6,487
10
$10M 3%
50,739
-3,151
11
$9.97M 2.98%
129,026
+4,853
12
$9.47M 2.83%
1,563,920
+49,800
13
$9.37M 2.8%
97,148
+19,218
14
$7.73M 2.31%
25,029
-737
15
$7.2M 2.15%
18,082
-464
16
$7.16M 2.14%
84,922
+17,174
17
$6.67M 2%
272,615
+23,814
18
$6.62M 1.98%
34,139
+4,542
19
$5.86M 1.75%
219,339
+101,312
20
$5.74M 1.72%
52,435
+10,302
21
$5.58M 1.67%
145,360
+4,492
22
$5.54M 1.66%
38,638
+3,939
23
$5.46M 1.64%
96,960
+23,780
24
$5.4M 1.62%
55,079
-461
25
$4.25M 1.27%
150,920
-19,448
1
2 3 4 5